Classified Listing: Tax Firm Selling Book of Clients (Confidential Sale)
Experienced CPA or tax professional seeking to grow their practice quickly for the 2026 tax season (Tax Year 2025).
Opportunity:
A well-established tax firm offers a valuable book of clients for sale, presenting an ideal acquisition for a qualified tax professional seeking to expand their practice or enter the market with a strong foundation. Primarily, the book includes individual returns with some small business and corporate accounts as well as bookkeeping.
Highlights:
- Recurring revenue stream: Access to a loyal client base ensures immediate cash flow and potential for growth. Approximately 44 clients with individual returns and approximately 15 corporate returns.
- Opportunities for ongoing bookkeeping services to include payroll and sales tax reporting for the 5 established businesses.
- Established goodwill and reputation: Benefit from existing client relationships and the firm’s positive standing in the community.
- Streamlined transition: Seller prefers a smooth handover process to ensure client retention and continued success for the buyer and existing clients.
- Flexible sale structure: Open to discussions on various sale terms to align with buyer needs and optimize the transaction.
- Full Acquisition – Sale Price $108,000.00
- Revenue-Sharing Agreement – Open for discussion and negotiation
Billing and Profitability:
Client Package Includes:
- Individual tax preparation – 44 clients
- Business tax preparation – 14 clients
- Bookkeeping – 5 clients
Revenue Breakdown by Service:
- Individual tax preparation (44) – $30,940.00 ($703 average per client)
- Business tax preparation (9) – $16,295.00
- Business tax preparation & bookkeeping (5) – $24,880.00
Total Revenue – $72,115.00
Sale Price – $108,000.00
Inquiries:
Serious inquiries from qualified and interested parties are welcome.
Contact Information:
Lisa Duda
lduda@capitalcityfp.com
803-782-0671 Ext. 200
